S.E.E.D. Planning Group’s Willis Towers Watson WTW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$676K	Sell	2,324 -10	-0.4%	-$3.07K	0.2%	56
2025 Q4	$767K	Hold	2,334	–	–	0.22%	53
2025 Q3	$806K	Sell	2,334 -33	-1%	-$10.7K	0.24%	54
2025 Q2	$725K	Sell	2,367 -32	-1%	-$9.92K	0.23%	55
2025 Q1	$811K	Sell	2,399 -64	-3%	-$20.9K	0.27%	54
2024 Q4	$772K	Hold	2,463	–	–	0.26%	58
2024 Q3	$725K	Sell	2,463 -36	-1%	-$10.1K	0.24%	58
2024 Q2	$655K	Hold	2,499	–	–	0.24%	59
2024 Q1	$687K	Sell	2,499 -124	-5%	-$32.6K	0.25%	57
2023 Q4	$633K	Hold	2,623	–	–	0.26%	53
2023 Q3	$548K	Hold	2,623	–	–	0.21%	52
2023 Q2	$618K	Hold	2,623	–	–	0.22%	54
2023 Q1	$610K	Buy	+2,623	New	+$634K	0.24%	53